Initiates and coordinates the primary investing decisions in fulfilling the family investment objectives under the direction of the family leaders
Maintains and expands the family’s wealth
Assists the family by fulfilling investment objectives as laid out by the family
Coordinates efforts with other in-house and out-sourced financial professionals to minimize risk and maximize returns
Creates, implements and coordinates a comprehensive family financial strategy, including an accompanying Investment Policy Statement (IPS)
Develops multiple family financial strategies and IPSs for various intra-family fractions (if applicable) as well as assets titled within trusts and partnerships
Coordinates family financial objectives and outlines investment parameters and benchmarks
Organizes and implements an asset allocation strategy built around the principles and benchmarks as indicated and agreed upon by all the decision makers in the IPS
Maintains and monitors multiple and segregated family financial strategies, IPSs and asset allocation strategies
Seamlessly utilizes the available account aggregation, reporting and risk metrics/analytics capabilities of the SFO (Single Family Office) in customizing the services and data to the desires of the family
Researches and identifies the best money managers around the world to implement the applicable allocation towards each specific asset class
Coordinates and manages investment research team and internal experts in each asset class
Sources, selects, diversifies and monitors the money managers who carry out the actual investing of various aspects of the portfolio, including cash management, bonds, equities, alternatives and derivatives
Sources reputable investigative firms to perform comprehensive background checks on potential partners
Organizes, coordinates and monitors the money managers in a tax sensitive manner